Alex Frew McMillan

3 weeks ago | pro.thestreet.com | Alex Frew McMillan |Helene Meisler |Doug Kass |Chris Versace

In my last column, I described the calm as Asian markets hunkered down ahead of an oncoming tariff typhoon. Asian markets are being buffeted by the bluster from the White House. The so-called “reciprocal” tariffs announced by U.S. President Donald Trump came out overnight, for those of us on Asia time. While stocks are hurt Thursday, almost all markets in Asia down, the impacts are far from uniform. Again, I would expect worse selling – if the tariffs actually go ahead. Markets doubt that.

3 weeks ago | pro.thestreet.com | Alex Frew McMillan |Helene Meisler |Doug Kass |Chris Versace

No one knows what April 2 is going to bring, perhaps not even Trump, but for now, Asian equities and Asian economies are responding … by making other plans. It’s the calm before the storm out here in Asia today. We’re used to battening down the hatches ahead of a typhoon, and that’s what it feels like on Tuesday. A day after export-heavy markets such as Japan, Taiwan and South Korea sold off heavily, most screens are in the green.

3 weeks ago | irei.com | Alex Frew McMillan

Coming out of the pandemic, it seemed buyers and sellers might never meet in the middle again. Transactions ground to a halt as interest rates rose, prompting investors to re-run the math on deals that might have worked under old assumptions, but no longer did. Now, with interest rates in many markets falling, and investment mandates to meet, the deal flow is resuming. On the bid-ask spread and pricing there is, if not capitulation, at least accommodation.

4 weeks ago | irei.com | Alex Frew McMillan

What started as a public health emergency on a global scale had spillover effects that went far beyond what, perhaps, most of us imagined at the onset of COVID-19. But many can vouch that infrastructure disruption compounded by inflation continues to pose problems. The transport sector faced an unfamiliar challenge — first a lack of demand, then a lack of labor, compounding a snarled supply chain. Even now in 2025, we continue to see the situation stabilize.

1 month ago | pro.thestreet.com | Alex Frew McMillan |Helene Meisler |Doug Kass |Chris Versace

While volumes have been strong in Hong Kong, companies with a dual listing on Wall Street are generally seeing lackluster trading. The rally in Hong Kong-listed Chinese stocks is world-leading so far this year. But even though many of the biggest names have dual listings on Wall Street, U.S. investors are missing out. The volumes for companies with dual U.S.-Hong Kong listings are currently far higher in Hong Kong than they are on U.S. exchanges. That didn’t use to be the case.